State Street SPDR Portfolio Aggregate Bond ETF
SPAB
155 hedge funds and large institutions have $1.59B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2018 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 78 increasing their positions, 36 reducing their positions, and 12 closing their positions.
125% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 12
117% more repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 36
31% more capital invested
Capital invested by funds: $1.21B → $1.59B (+$376M)
8% more funds holding
Funds holding: 143 → 155 (+12)
2.57% more ownership
Funds ownership: 51.37% → 53.94% (+2.6%)
12% less funds holding in top 10
Funds holding in top 10: 26 → 23 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AF
Allworth Financial
Folsom,
California
|
+$308M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$20M |
| 3 |
State Street
Boston,
Massachusetts
|
+$13.3M |
| 4 |
HCM
Horan Capital Management
Hunt Valley,
Maryland
|
+$12.3M |
| 5 |
Creative Planning
Overland Park,
Kansas
|
+$10.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
-$16.6M |
| 2 |
JWM
Jackson Wealth Management
Lake Mary,
Florida
|
-$10.9M |
| 3 |
Jane Street
New York
|
-$4.8M |
| 4 |
BBA
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
-$3.6M |
| 5 |
LWS
Lucia Wealth Services
San Diego,
California
|
-$2.9M |
SPAB Hedge Fund Activity: Q2 2018 in Review
155 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Aggregate Bond ETF (SPAB) for Q2 2018, worth a combined $1.59B — up 31% from $1.21B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new SPAB positions and 12 closed out — a net gain of 15 holders — while 78 added to existing stakes and 36 trimmed.
The largest buyer was Allworth Financial, adding an estimated $308M. The largest seller was FormulaFolio Investments, cutting an estimated $16.6M.
- 155 institutional investors held State Street SPDR Portfolio Aggregate Bond ETF (SPAB) as of Q2 2018, up from 143 in Q1 2018.
- Funds reported $1.59B of State Street SPDR Portfolio Aggregate Bond ETF stock for Q2 2018, up 31% quarter-over-quarter.
- 27 funds opened new State Street SPDR Portfolio Aggregate Bond ETF positions in Q2 2018 and 12 closed out, a net change of +15 holders.
- The largest State Street SPDR Portfolio Aggregate Bond ETF buyer in Q2 2018 was Allworth Financial, an estimated $308M added.
- The largest State Street SPDR Portfolio Aggregate Bond ETF seller in Q2 2018 was FormulaFolio Investments, an estimated $16.6M sold.
Based on aggregated 13F filings for Q2 2018.